JEFFERSON SCHOOL FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

COL MARTIN V BURKS III

Phone

4342608720

Tax Period

2023-01-01 to 2023-12-31

JEFFERSON SCHOOL FOUNDATION, founded in 2004, is a small nonprofit in the Human Services sector that reported $268K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $95K, a strong 35% operating margin.

Mission

THE JEFFERSON SCHOOL FOUNDATION (THE FOUNDATION) IS DEDICATED TO PRESERVING AND SUSTAINING THE JEFFERSON SCHOOL AS A VIBRANT AND MEANINGFUL COMMUNITY RESOURCE, PROVIDING CULTURAL AND EDUCATIONAL OPPORTUNITIES TO ITS SURROUNDING COMMUNITY, THE CITIZENS OF CHARLOTTESVILLE AND VISITORS TO OUR REGION. THE FOUNDATION RECOGNIZES AND CELEBRATES JEFFERSON SCHOOL'S RICH HISTORY AND SYMBOLIC IMPORTANCE AS AN AFRICAN AMERICAN SCHOOL IN A RACIALLY SEGREGATED COMMUNITY AS WE PROMOTE A MORE INCLUSIVE FUTURE. OPPORTUNITY THROUGH EDUCATION HAS ALWAYS BEEN AND WILL CONTINUE TO BE AN ENDURING LEGACY OF THE JEFFERSON SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $157,755 Revenue: $1,700

THE FOUNDATION PROMOTES AWARENESS OF COMMUNITY INVOLVEMENT IN THE JEFFERSON SCHOOL CITY CENTER (JSCC) AND SEEKS TO ENHANCE ITS VITALITY AND IMPORTANCE AS A CULTURAL, EDUCATIONAL, AND COMMUNITY...

THE FOUNDATION PROMOTES AWARENESS OF COMMUNITY INVOLVEMENT IN THE JEFFERSON SCHOOL CITY CENTER (JSCC) AND SEEKS TO ENHANCE ITS VITALITY AND IMPORTANCE AS A CULTURAL, EDUCATIONAL, AND COMMUNITY RESOURCE. IT ALSO PROMOTES OUTREACH AND EDUCATIONAL ACTIVITIES AIMED AT CREATING A VIBRANT AND INCLUSIVE PROGRAM AT THE CITY CENTER THAT IS RESPONSIVE TO THE NEEDS OF THE SURROUNDING COMMUNITY. THE JSCC PROMOTES CULTURAL AWARENESS THROUGH THE JEFFERSON SCHOOL AFRICAN AMERICAN HERITAGE CENTER AND THE VIRGINIA CENTER FOR THE BOOK. THE JSCC PROVIDES A VARIETY OF EDUCATIONAL NEEDS THROUGH AN EARLY LEARNING CENTER, WORKFORCE HEALTHCARE TRAINING, AN ASSOCIATE DEGREE IN CULINARY ARTS, AND LITERACY TRAINING. THE JSCC SERVES THE LOCAL COMMUNITY BY PROVIDING A RECREATION CENTER, HEALING ARTS CENTER, WOMEN'S HEALTH CENTER, WOMEN'S COUNSELING CENTER, AND A LOAN PROGRAM FOR FORMERLY INCARCERATED INDIVIDUALS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,700

Program Service Revenue $0

Investment Income $32,355

Other Revenue $233,572

TOTAL REVENUE $267,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $135,949

Fundraising Expenses $0

Program Expenses $157,755

Other Expenses $37,164

TOTAL EXPENSES $173,113

Year-over-Year Comparison

	2023	2022	Change
Revenue	$267,627	$209,390	+0.3%
Expenses	$173,113	$134,567	+0.3%
Net Income	$94,514	$74,823	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH BELL-BURKS	DIRECTOR	1.00	Director	$0	$0	$0
COL MARTIN V BURKS III	CHAIRMAN OF	2.00	Officer Director	$0	$0	$0
DR MARCUS MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
LEAH PURYEAR	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN RAINEY	DIRECTOR	1.00	Director	$0	$0	$0
DR TARRON RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
JULIAN TALIAFERRO	TREASURER/SE	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$267,627	$173,113	$10,230,240	$94,514
2022	$209,390	$134,567	$10,287,936	$74,823
2021	$189,128	$153,451	$10,290,135	$35,677
2020	$294,532	$202,627	$10,501,092	$91,905
2019	$5,965,170	$135,499	$10,491,504	$5,829,671
2018	$422,829	$588,613	$5,964,174	$-165,784
2018	$-2,523,178	$596,059	$10,728,106	$-3,119,237